Financial Guidance Group, Inc. logo

Financial Guidance Group, Inc.

RIA/Wealth

Financial Guidance Group, Inc. is a RIA/Wealth led by Christoph Simpson Von Dem Bussche, managing $219.2M across 83 long positions as of Q3 2025 with 85% ETF concentration.

CEOChristoph Simpson Von Dem Bussche
Portfolio Value
$219.2M
Positions
83
Top Holding
QQQ at 8.23%
Last Reported
Q3 2025
Address

Top Holdings

Largest long holdings in Financial Guidance Group, Inc.'s portfolio (47.1% of total portfolio)

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HoldingSectorPositionWeightTradedOwnership
ETF
ETF
$18.0M
8.23%
+$466.5K
Bought
30.0K shares
ETF
ETF
$14.0M
6.40%
-$497.4K
Sold
513.5K shares
ETF
ETF
$13.4M
6.11%
+$41.3K
Bought
20.1K shares
ETF
ETF
$12.3M
5.61%
+$267.3K
Bought
139.9K shares
ETF
ETF
$10.9M
4.99%
-$93.7K
Sold
191.4K shares
ETF
ETF
$9.5M
4.33%
+$1.0M
Bought
218.4K shares
Unknown
Unknown
$7.0M
3.21%
-$910.8K
Sold
141.7K shares
ETF
ETF
$6.1M
2.78%
-$122.9K
Sold
155.1K shares
ETF
ETF
$6.0M
2.75%
+$540.8K
Bought
31.8K shares
ETF
ETF
$5.9M
2.70%
+$160.9K
Bought
94.9K shares

Changes

Portfolio activity, position movements, and quarter-over-quarter changes in Financial Guidance Group, Inc.'s latest filing

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Market Value
$219.2M
Prior: $203.1M
Q/Q Change
+7.92%
+$16.1M
Net Flows % of MV
+1.95%
Turnover Ratio
2.8%
New Purchases
3 stocks
$639.0K
Added To
24 stocks
+$7.6M
Sold Out Of
2 stocks
$369.6K
Reduced Holdings
23 stocks
-$3.6M

Increased Positions

PositionShares Δ
New
New
New
+104.82%
+29.87%

Decreased Positions

PositionShares Δ
1
Twilio logo
Twilio
TWLO
Sold
Sold
-25.5%
-12.77%
-11.46%

Analytics

Portfolio insights and performance metrics for Financial Guidance Group, Inc.

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Sector Allocation

ETF: 85.10%ETFTechnology: 2.50%Financial Services: 0.70%Consumer Cyclical: 0.50%Industrials: 0.30%Healthcare: 0.20%Consumer Defensive: 0.10%
ETF
85.10%
Technology
2.50%
Financial Services
0.70%
Consumer Cyclical
0.50%
Industrials
0.30%
Healthcare
0.20%
Consumer Defensive
0.10%

Market Cap Distribution

Mega Cap (> $200B): 3.47%Large Cap ($10B - $200B): 0.81%Small Cap ($300M - $2B): 0.05%N/A (ETF or Unknown): 95.67%N/A (ETF or Unknown)
Mega Cap (> $200B)
3.47%
Large Cap ($10B - $200B)
0.81%
Small Cap ($300M - $2B)
0.05%
N/A (ETF or Unknown)
95.67%

Portfolio Concentration

Top 10 Holdings %
47.09%
Top 20 Holdings %
68.73%
Top 50 Holdings %
94.75%
Top 100 Holdings %
100.0%

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